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Graceworks Lutheran Services 403B
Investment Model Portfolios

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Investment options of Graceworks Lutheran Services 403B

Total Available Funds: 167
Asset Class Ticker Description
US EQUITY
LARGE BLEND FOTTX Fidelity 130/30 Large Cap
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE VALUE FBCVX Fidelity Blue Chip Value
LARGE GROWTH FDCAX Fidelity Capital Appreciation
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE BLEND FDEQX Fidelity Disciplined Equity
LARGE BLEND FDGFX Fidelity Dividend Growth
LARGE VALUE FEQTX Fidelity Equity-Income II
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE GROWTH FEXPX Fidelity Export & Multinational
LARGE BLEND FFIDX Fidelity
LARGE GROWTH FFTYX Fidelity Fifty
LARGE GROWTH FTQGX Fidelity Focused Stock
LARGE BLEND FFNOX Fidelity Four-in-One Index
LARGE BLEND FGRIX Fidelity Growth & Income
LARGE GROWTH FDGRX Fidelity Growth Company
LARGE GROWTH FDSVX Fidelity Growth Discovery
LARGE GROWTH FDFFX Fidelity Independence
LARGE GROWTH FSLGX Fidelity Large Cap Growth
LARGE GROWTH FLCSX Fidelity Large Cap Stock
LARGE VALUE FSLVX Fidelity Large Cap Value
LARGE BLEND FLCEX Fidelity Large Cap Core Enhanced Index
LARGE GROWTH FLGEX Fidelity Large Cap Growth Enhanced Index
LARGE VALUE FLVEX Fidelity Large Cap Value Enhanced Index
LARGE BLEND FGRTX Fidelity Mega Cap Stock
LARGE GROWTH FNCMX Fidelity Nasdaq Composite Index
LARGE GROWTH FOCPX Fidelity OTC
LARGE GROWTH FDSSX Fidelity Stock Selector All Cap
LARGE GROWTH FTRNX Fidelity Trend
LARGE BLEND FVDFX Fidelity Value Discovery
LARGE GROWTH FMAGX Fidelity Magellan
LARGE BLEND FUSEX Fidelity Spartan 500 Index Inv
LARGE BLEND FSTMX Fidelity Spartan Total Market Index Inv
Mid-Cap Growth FDEGX Fidelity Growth Strategies
MID-CAP BLEND FLVCX Fidelity Leveraged Company Stock
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
Mid-Cap Growth FSMGX Fidelity Mid Cap Growth
Mid-Cap Growth FMCSX Fidelity Mid-Cap Stock
MID-CAP VALUE FSMVX Fidelity Mid Cap Value
MID-CAP VALUE FDVLX Fidelity Value
MID-CAP BLEND FLPSX Fidelity Low-Priced Stock
Mid-Cap Growth FMILX Fidelity New Millennium
MID-CAP BLEND FSEMX Fidelity Spartan Extended Mkt Index Inv
SMALL BLEND FSCRX Fidelity Small Cap Discovery
SMALL BLEND FCPEX Fidelity Small Cap Enhanced Index
Small Growth FCPGX Fidelity Small Cap Growth
SMALL BLEND FSLCX Fidelity Small Cap Stock
SMALL VALUE FCPVX Fidelity Small Cap Value
Small Growth FDSCX Fidelity Stock Selector Sm Cp
MID-CAP BLEND FSLSX Fidelity Value Strategies
LARGE BLEND FSDIX Fidelity Strategic Dividend & Income
INTERNATIONAL EQUITY
Foreign Large Blend FICDX Fidelity Canada
Foreign Large Blend FDIVX Fidelity Diversified International
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
EUROPE STOCK FIEUX Fidelity Europe
Foreign Large Growth FIVFX Fidelity International Capital Apprec
Foreign Large Blend FIGRX Fidelity International Discovery
Foreign Large Blend FIENX Fidelity International Enhanced Index
Foreign Large Growth FIGFX Fidelity International Growth
FOREIGN SMALL/MID GROWTH FSCOX Fidelity International Small Cap Opp
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
Foreign Large Value FIVLX Fidelity International Value
JAPAN STOCK FJSCX Fidelity Japan Smaller Companies
JAPAN STOCK FJPNX Fidelity Japan
Foreign Large Blend FOSFX Fidelity Overseas
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
Foreign Large Blend FTIEX Fidelity Total International Equity
WORLD STOCK FWWFX Fidelity Worldwide
EUROPE STOCK FNORX Fidelity Nordic
Foreign Large Blend FSIIX Fidelity Spartan International Index Inv
Emerging Market
China Region FHKCX Fidelity China Region
DIVERSIFIED EMERGING MKTS FEMEX Fidelity Emerging EMEA
Latin America Stock FLATX Fidelity Latin America
FIXED INCOME
Emerging Markets Bond FMKIX Fidelity Emerging Markets
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate-Term Bond FCBFX FCBFX
Bank Loan FFRHX Fidelity Floating Rate High Income
High Yield Bond FHIFX Fidelity Focused High Income
Intermediate Government FGMNX Fidelity GNMA Fund
High Yield Bond SPHIX Fidelity High Income
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Intermediate Government FSTGX Fidelity Intermediate Government Inc
Intermediate-Term Bond FMSFX Fidelity Mortgage Secs
Emerging Markets Bond FNMIX Fidelity New Markets Income
Short-Term Bond FSHBX Fidelity Short-Term Bond
Multisector Bond FSICX Fidelity Strategic Income
Intermediate-Term Bond FTBFX Fidelity Total Bond
ULTRASHORT BOND FUSFX Fidelity Ultra-Short Bond
Intermediate Government FGOVX Fidelity Government Income
Intermediate-Term Bond FBNDX Fidelity Investment Grade Bond
Intermediate-Term Bond FBIDX Fidelity US Bond Index
Intermediate Government FIBIX Fidelity Spartan Interm Tr Bd Idx Inv
LONG GOVERNMENT FLBIX Fidelity Spartan L/T Tr Bd Idx Inv
SHORT GOVERNMENT FSBIX Fidelity Spartan S/T Tr Bd Idx Inv
REAL ESTATE
Global Real Estate FIREX Fidelity International Real Estate
REAL ESTATE FRIFX Fidelity Real Estate Income
REAL ESTATE FRESX Fidelity Real Estate Investment
Others
Industrials FSAIX Fidelity Select Air Transportation
MISCELLANEOUS SECTOR FSAVX Fidelity Select Automotive
Financial FSRBX Fidelity Select Banking
Health FBIOX Fidelity Select Biotechnology
Financial FSLBX Fidelity Select Brokerage & Invmt Mgmt
MISCELLANEOUS SECTOR FSCHX Fidelity Select Chemicals
Communications FSDCX Fidelity Select Communications Equip
Technology FDCPX Fidelity Select Computers
Consumer Discretionary FSCPX Fidelity Select Consumer Discretionary
Consumer Staples FDFAX Fidelity Select Consumer Staples
MISCELLANEOUS SECTOR FSHOX Fidelity Select Construction & Housing
Financial FSVLX Fidelity Select Consumer Finance
Industrials FSDAX Fidelity Select Defense & Aerospace
Technology FSELX Fidelity Select Electronics
Equity Energy FSESX Fidelity Select Energy Service
Equity Energy FSENX Fidelity Select Energy
MISCELLANEOUS SECTOR FSLEX Fidelity Select Envir and Alt Energy
Financial FIDSX Fidelity Select Financial Services
EQUITY PRECIOUS METALS FSAGX Fidelity Select Gold
Health FSPHX Fidelity Select Health Care
Industrials FSCGX Fidelity Select Industrial Equipment
Industrials FCYIX Fidelity Select Industrials
Financial FSPCX Fidelity Select Insurance
MISCELLANEOUS SECTOR FBSOX Fidelity Select IT Services
Consumer Discretionary FDLSX Fidelity Select Leisure
Natural Resources FSDPX Fidelity Select Materials
Health FSMEX Fidelity Select Medical Equip & Systems
Health FSHCX Fidelity Select Medical Delivery
Communications FBMPX Fidelity Select Multimedia
Equity Energy FSNGX Fidelity Select Natural Gas
Natural Resources FNARX Fidelity Select Natural Resources
Health FPHAX Fidelity Select Pharmaceuticals
Consumer Discretionary FSRPX Fidelity Select Retailing
Technology FSCSX Fidelity Select Software & Comp
Technology FSPTX Fidelity Select Technology
Communications FSTCX Fidelity Select Telecommunications
Industrials FSRFX Fidelity Select Transportation
Utilities FSUTX Fidelity Select Utilities Portfolio
Communications FWRLX Fidelity Select Wireless
Utilities FIUIX Fidelity Telecom and Utilities
Moderate Allocation FASMX Fidelity Asset Manager 50%
Convertibles FCVSX Fidelity Convertible Securities
Conservative Allocation FASIX Fidelity Asset Manager 20%
Conservative Allocation FTANX Fidelity Asset Manager 30%
Conservative Allocation FFANX Fidelity Asset Manager 40%
Moderate Allocation FSANX Fidelity Asset Manager 60%
Moderate Allocation FASGX Fidelity Asset Manager 70%
Aggressive Allocation FAMRX Fidelity Asset Manager 85%
Moderate Allocation FBALX Fidelity Balanced
Moderate Allocation FDYSX Fidelity Dynamic Strategies
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2050+ FFFHX Fidelity Freedom 2050
Retirement Income FFFAX Fidelity Freedom Income
World Allocation FGBLX Fidelity Global Balanced
Moderate Allocation FPURX Fidelity Puritan
Conservative Allocation FSRRX Fidelity Strategic Real Return
ROOT CASH Fidelity Money Market
COMMODITIES
COMMODITIES BROAD BASKET FFGCX Fidelity Global Cmdty Stk

Investment model portfolios

We provide two types of investment model portfolios for Graceworks Lutheran Services 403B participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Graceworks Lutheran Services 403B Tactical Asset Allocation Moderate NA 5.96% 13.98% 10.65% 7.70% 7.37% 9.26% 9.11%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.14% 20.72% 16.72% 15.31% 10.05% 9.20% 8.15%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.37% 10.94% 8.77% 7.66% 5.73% 6.39% 5.86%
Data as of 01/31/2022, AR inception is 12/31/2000

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